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Caterpillar shares owned by Bel Air Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bel Air Investment Advisors from 13F filings

Historical chart of Bel Air Investment Advisors investment in Caterpillar

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All positions including Caterpillar held by Bel Air Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $311k 1.4k 217.33
2021-03-31 $640k 2.8k 231.80
2012-06-30 $1.3M 15k 84.92
2012-03-31 $1.7M 16k 106.54